|
1
|
|
$72.9M
|
-$3.7M
|
-86,836
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$55.5M
|
+$3.3M
|
+77,420
|
+7%
|
|
|
3
|
Bank of New York Mellon
New York
|
$33.5M
|
-$167K
|
-3,920
|
-0.5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$29.8M
|
+$6.9M
|
+162,036
|
+32%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
+$564K
|
+13,248
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15M
|
+$8.1M
|
+190,248
|
+133%
|
|
|
7
|
Piershale Financial Group
Barrington,
Illinois
|
$14.7M
|
+$14M
|
+328,960
|
New
|
|
|
8
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$14.3M
|
+$1.29M
|
+30,264
|
+10%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
-$224K
|
-5,264
|
-2%
|
|
|
10
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.8M
|
+$11.2M
|
+262,212
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.46M
|
+$696K
|
+16,348
|
+8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.8M
|
+$1.78M
|
+41,724
|
+27%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$8.06M
|
-$429K
|
-10,088
|
-5%
|
|
|
14
|
Banco de Sabadell
Miami,
Florida
|
$7.11M
|
+$6.76M
|
+158,768
|
New
|
|
|
15
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$5.66M
|
+$5.37M
|
+126,240
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.18M
|
+$4.47M
|
+105,100
|
+1,008%
|
|
|
17
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$5.09M
|
+$150K
|
+3,524
|
+3%
|
|
|
18
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.29M
|
+$315K
|
+7,400
|
+8%
|
|
|
19
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3.65M
|
+$3.45M
|
+80,984
|
+18,077%
|
|
|
20
|
|
$3.29M
|
+$3.13M
|
+73,408
|
New
|
|
|
21
|
Aviance Capital Management
Sarasota,
Florida
|
$3.05M
|
-$512K
|
-12,036
|
-15%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$3M
|
+$457K
|
+10,744
|
+19%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.85M
|
-$1.41M
|
-33,204
|
-34%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$2.76M
|
-$230K
|
-5,412
|
-8%
|
|
|
25
|
Oppenheimer & Co
New York
|
$2.73M
|
+$67.3K
|
+1,580
|
+3%
|
|
